Adam Livingston

speaker

573 appearances 1 recordings 1 series first heard Jun 2026 last heard 24 Jun

Adam Livingston’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

Appearances

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What Bitcoin Did · Is Michael Saylor Trapped? STRC Explained | Adam Livingston · 24 Jun 2026 podcast

You look at the capital markets access, they're having their most successful year of capital raising ever.

Like 2026 with a Bitcoin bear market, they're still raising more money and buying more Bitcoin at a faster pace than ever, at least in a January through now year-to-date basis.

Um, so when it comes to the credit quality, I think the risk is mispriced.

I think it's wild that they have to pay that high.

Um, ultimately they raised billions of dollars and they bought Bitcoin.

So I think like that's a win for them.

And then the people who bought them, I think, yeah, like just like with anything, if you would have bought Bitcoin in October, you would have been down 50% right now.

So, um, buying stretch, you would have mitigated a lot of downside.

That's just mathematically true.

So, um,

Yeah, I think that they're working just as intended.

I don't think anything's broken.

I think their credit quality is being questioned by a lot of retail shareholders.

But overall, I think the credit quality is great.

And I think when Bitcoin returns, you'll see them trade back up just like how they were last May.

Yeah.

What's really cool is that they have so much optionality as a Bitcoiner who like I hate selling Bitcoin.

I don't that doesn't drive well with me, to be honest with you.

It's maybe a personal preference where this idea of selling Bitcoin, the market absorbing its one point seven billion is the annual dividend obligation.

And do I think it can be done successfully?

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